Nongaap Investing | Mike | Substack

Illumina: Icahn Drops "Helix" Bombshell

Carl Icahn alleges GRAIL raised capital from Helix and was a strategic partner

Oct 29 •

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[Premium] Dialing-Up a Deal?

But then again, what kind of deals are feasible in this market?

Nov 1 •

[Premium] "Dark Arts" Shell Companies

Looks like the regulatory watchdogs are keen on shell companies

Oct 23 •

[Premium] Accounting for Executive Duties

Exploring a low-key "hot potato" governance topic

Oct 18 •

[Premium] Holistic Governance

A fine line between diagnosing governance signals and making crystal ball predictions

Oct 15 •

Illumina: "Classical" vs. "Quantum" Governance

Getting back to basics and revisiting GRAIL's "classical" disclosure holes

Oct 3 •

Illumina: Painting a Picture With Disclosures

"We don't make mistakes. We have happy accidents." - Bob Ross

Sep 30 •

Illumina: RICO Investment Trust

Summarizing this GRAIL nonsense

Sep 30 •

Nongaap Investing

Nongaap Investing

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

Nongaap Investing

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